Operations Client Service , Senior Associate jobs in United States
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State Street · 3 months ago

Operations Client Service , Senior Associate

State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. The Operations Client Service - Senior Associate will be responsible for managing the onboarding and ongoing support of customer custody accounts, acting as a key point of contact for internal teams and external clients.

BankingFinanceFinancial Services

Responsibilities

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base
Prepare and review foreign market account opening and amendment documentation from start to finish by following department procedures
Work closely with internal teams and external clients to ensure all foreign accounts are up to date and active for trading, including periodic market renewals
Work with sub-custodians to ensure markets are opened up accurately and timely
Maintain reporting of all items relating to assigned client base and markets
Work closely with management to raise issues and limit exposure and market risk to clients
Assist manager with ensuring project milestones are achieved on a timely basis
Work with clients to ensure proxy documentation is on file ahead of Corporate Events

Qualification

Client service experienceAttention to detailOrganization skillsFinancial service knowledgeMulti-taskCommunication skills

Required

Bachelor's Degree
3 or more years of relevant experience in the financial service industry
Attention to detail, strong organization skills, ability to work in a fast paced / constantly changing environment
Strong communication skills and must be comfortable hosting calls with internal and external stakeholders
Employees who are committed working as part of a Client Service Team
Ability to multi-task

Preferred

Custody knowledge preferred

Benefits

401K with company match
Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
Access to our Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Eligibility for certain tax advantaged savings plans
Paid volunteer days

Company

State Street

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State Street offers a range of financial services, including investment management, research and trading, as well as asset management.

Funding

Current Stage
Public Company
Total Funding
$12.05B
2025-10-23Post Ipo Debt· $1B
2025-04-24Post Ipo Debt· $2B
2025-02-06Post Ipo Equity· $750M

Leadership Team

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Ronald O'Hanley
Chairman and Chief Executive Officer
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Renee LaRoche-Morris
Senior Vice President, Chief of Staff to the COO; Head of CAO Services
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Company data provided by crunchbase